LAS
LWM Advisory Services’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
495
-58
| -10% | -$57.4K | 0.34% | 52 |
|
|
2025
Q1 | $526K | Hold |
553
| – | – | 0.37% | 50 |
|
|
2024
Q4 | $505K | Buy |
553
+16
| +3% | +$14.6K | 0.35% | 50 |
|
|
2024
Q3 | $476K | Buy |
537
+298
| +125% | +$264K | 0.35% | 53 |
|
|
2024
Q2 | $203K | Sell |
239
-320
| -57% | -$272K | 0.17% | 78 |
|
|
2024
Q1 | $410K | Sell |
559
-21
| -4% | -$15.4K | 0.33% | 58 |
|
|
2023
Q4 | $383K | Buy |
580
+21
| +4% | +$13.9K | 0.34% | 58 |
|
|
2023
Q3 | $318K | Sell |
559
-11
| -2% | -$6.26K | 0.34% | 54 |
|
|
2023
Q2 | $302K | Sell |
570
-67
| -11% | -$35.6K | 0.32% | 57 |
|
|
2023
Q1 | $317K | Hold |
637
| – | – | 0.34% | 60 |
|
|
2022
Q4 | $299K | Sell |
637
-151
| -19% | -$70.8K | 0.33% | 61 |
|
|
2022
Q3 | $385K | Buy |
788
+87
| +12% | +$42.5K | 0.44% | 71 |
|
|
2022
Q2 | $339K | Sell |
701
-30
| -4% | -$14.5K | 0.41% | 74 |
|
|
2022
Q1 | $421K | Sell |
731
-5
| -0.7% | -$2.88K | 0.52% | 56 |
|
|
2021
Q4 | $418K | Buy |
+736
| New | +$418K | 0.52% | 59 |
|